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Tyler-Stone Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Tyler-Stone Wealth Management’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-72
Closed -$4.67K – 757
2024
Q2 		$4.67K Hold
72
– – ﹤0.01% 773
2024
Q1 		$4.66K Hold
72
– – ﹤0.01% 764
2023
Q4 		$4.74K Hold
72
– – ﹤0.01% 738
2023
Q3 		$4K Hold
72
– – ﹤0.01% 749
2023
Q2 		$4K Buy
+72
New +$4.49K ﹤0.01% 738
2022
Q4 		$5K Hold
72
– – ﹤0.01% 662
2022
Q3 		$4K Hold
72
– – ﹤0.01% 678
2022
Q2 		$4K Hold
72
– – ﹤0.01% 700
2022
Q1 		$4K Hold
72
– – ﹤0.01% 706
2021
Q4 		$5K Buy
+72
New +$5.21K ﹤0.01% 706

Other funds holding PBE

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Tyler-Stone Wealth Management's PBE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2024, closing a stake of 72 shares — an estimated $4.67K sold.

Tyler-Stone Wealth Management first reported a position in PBE in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q4 2022. 102 funds tracked by Wall St. Rank hold PBE as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 72 Invesco Biotechnology & Genome ETF shares in Q3 2024, an estimated $4.67K.
  • Tyler-Stone Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $5K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.